Wealthcare Advisory Partners LLC
WEST CHESTER PA · SEC CIK 0001683059
$51.43亿2026Q1 申报市值
1,073持仓数
25.7%前十大占比 · 第一大 6.8%
74 / 63新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FSEP 新建仓+$3,693.73万
IEF 加仓+$2,906.92万
VTI 加仓+$1,789.25万
FTSD 加仓+$1,762.91万
QSPT 新建仓+$1,677.10万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$2,810.27万
DIMENSIONAL ETF 减仓-$2,300.70万
VGLT 清仓-$1,497.94万
IWY 减仓-$1,092.69万
BKLN 减仓-$891.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RZV | INVESCO EXCHANGE TRADED FD T | $645.20万 | 0.13% | 51,863 | -22,116 | -29.9% | -$275.13万 | 减仓 |
| VGT | VANGUARD WORLD FD | $659.65万 | 0.13% | 9,454 | 82 | 0.9% | $5.72万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $666.62万 | 0.13% | 277,988 | 22,389 | 8.8% | $53.69万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $671.37万 | 0.13% | 64,948 | 1,874 | 3.0% | $19.37万 | 加仓 |
| DGRO | ISHARES TR | $672.65万 | 0.13% | 95,846 | 4,321 | 4.7% | $30.32万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $672.92万 | 0.13% | 71,405 | -111 | -0.2% | -$1.05万 | 减仓 |
| — | TIDAL TRUST I | $684.60万 | 0.13% | 213,537 | 189,701 | 795.9% | $608.18万 | 加仓 |
| FLOT | ISHARES TR | $684.98万 | 0.13% | 134,442 | 16,121 | 13.6% | $82.14万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $685.52万 | 0.13% | 86,644 | 3,135 | 3.8% | $24.80万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $687.44万 | 0.13% | 253,201 | 38,420 | 17.9% | $104.31万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $690.76万 | 0.13% | 71,493 | -30,352 | -29.8% | -$293.26万 | 减仓 |
| CAIE | CALAMOS ETF TR | $705.31万 | 0.14% | 280,552 | 12,640 | 4.7% | $31.78万 | 加仓 |
| LOW | LOWES COS INC | $706.73万 | 0.14% | 29,911 | -570 | -1.9% | -$13.47万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $711.41万 | 0.14% | 128,135 | -1,766 | -1.4% | -$9.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $726.39万 | 0.14% | 35,108 | 2,169 | 6.6% | $44.88万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $743.00万 | 0.14% | 12,293 | 27 | 0.2% | $1.63万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $749.23万 | 0.15% | 437,892 | 25,891 | 6.3% | $44.30万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $760.92万 | 0.15% | 300,995 | 99,199 | 49.2% | $250.78万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $769.34万 | 0.15% | 47,569 | 257 | 0.5% | $4.16万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $772.34万 | 0.15% | 58,115 | -8,380 | -12.6% | -$111.37万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $791.65万 | 0.15% | 48,395 | 333 | 0.7% | $5.45万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $794.69万 | 0.15% | 194,729 | -805 | -0.4% | -$3.29万 | 减仓 |
| GDE | WISDOMTREE TR | $813.11万 | 0.16% | 129,271 | -6,454 | -4.8% | -$40.60万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $862.81万 | 0.17% | 19,754 | -15,733 | -44.3% | -$687.19万 | 减仓 |
| IWY | ISHARES TR | $864.76万 | 0.17% | 34,752 | -43,912 | -55.8% | -$1,092.69万 | 减仓 |
| EFV | ISHARES TR | $883.61万 | 0.17% | 118,845 | -19,927 | -14.4% | -$148.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $887.84万 | 0.17% | 8,910 | 197 | 2.3% | $19.63万 | 加仓 |
| TFC | TRUIST FINL CORP | $891.34万 | 0.17% | 193,896 | -8,850 | -4.4% | -$40.68万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $892.57万 | 0.17% | 41,775 | -416 | -1.0% | -$8.89万 | 减仓 |
| AVXC | AMERICAN CENTY ETF TR | $905.95万 | 0.18% | 133,954 | 25,309 | 23.3% | $171.17万 | 加仓 |
| IWF | ISHARES TR | $914.91万 | 0.18% | 21,457 | 729 | 3.5% | $31.08万 | 加仓 |
| REMX | VANECK ETF TRUST | $919.96万 | 0.18% | 104,541 | 59,860 | 134.0% | $526.77万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $925.88万 | 0.18% | 136,884 | -1,005 | -0.7% | -$6.80万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $933.48万 | 0.18% | 216,433 | 1,806 | 0.8% | $7.79万 | 加仓 |
| LLY | ELI LILLY & CO | $947.15万 | 0.18% | 10,298 | -540 | -5.0% | -$49.67万 | 减仓 |
| IWD | ISHARES TR | $965.32万 | 0.19% | 45,178 | -1,777 | -3.8% | -$37.97万 | 减仓 |
| VB | VANGUARD INDEX FDS | $972.80万 | 0.19% | 37,141 | 1,533 | 4.3% | $40.15万 | 加仓 |
| SMH | VANECK ETF TRUST | $981.70万 | 0.19% | 25,605 | -2,528 | -9.0% | -$96.92万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $988.84万 | 0.19% | 144,822 | 4,625 | 3.3% | $31.58万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $995.87万 | 0.19% | 364,388 | -38,914 | -9.6% | -$106.35万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $996.37万 | 0.19% | 388,600 | -7,345 | -1.9% | -$18.83万 | 减仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $999.76万 | 0.19% | 173,630 | 1,379 | 0.8% | $7.94万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,000.35万 | 0.19% | 40,924 | -34,256 | -45.6% | -$837.36万 | 减仓 |
| QUAL | ISHARES TR | $1,000.74万 | 0.19% | 52,173 | -9,166 | -14.9% | -$175.81万 | 减仓 |
| DGRW | WISDOMTREE TR | $1,020.47万 | 0.20% | 116,174 | -3,065 | -2.6% | -$26.92万 | 减仓 |
| — | TIDAL TRUST II | $1,029.56万 | 0.20% | 496,018 | 214,589 | 76.2% | $445.41万 | 加仓 |
| IFRA | ISHARES TR | $1,034.18万 | 0.20% | 180,801 | 23,560 | 15.0% | $134.76万 | 加仓 |
| PAVE | GLOBAL X FDS | $1,037.82万 | 0.20% | 204,254 | -875 | -0.4% | -$4.45万 | 减仓 |
| USRT | ISHARES TR | $1,048.26万 | 0.20% | 177,100 | 76,437 | 75.9% | $452.43万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,056.33万 | 0.21% | 315,653 | -183,755 | -36.8% | -$614.94万 | 减仓 |
| WINN | HARBOR ETF TRUST | $1,080.92万 | 0.21% | 389,830 | -112 | -0.0% | -$3,106 | 减仓 |
| META | META PLATFORMS INC | $1,087.72万 | 0.21% | 19,012 | 1,216 | 6.8% | $69.57万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,098.90万 | 0.21% | 194,221 | 5,651 | 3.0% | $31.97万 | 加仓 |
| CAT | CATERPILLAR INC | $1,119.35万 | 0.22% | 15,800 | -207 | -1.3% | -$14.66万 | 减仓 |
| IXUS | ISHARES TR | $1,133.06万 | 0.22% | 130,778 | 36,712 | 39.0% | $318.07万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1,139.91万 | 0.22% | 107,997 | 2,459 | 2.3% | $25.95万 | 加仓 |
| ABBV | ABBVIE INC | $1,145.66万 | 0.22% | 52,676 | -16,701 | -24.1% | -$363.23万 | 减仓 |
| IEFA | ISHARES TR | $1,156.86万 | 0.22% | 127,787 | 6,519 | 5.4% | $59.02万 | 加仓 |
| EFA | ISHARES TR | $1,190.57万 | 0.23% | 122,575 | 257 | 0.2% | $2.50万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,198.98万 | 0.23% | 122,457 | 1,468 | 1.2% | $14.37万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $1,207.39万 | 0.23% | 105,073 | 13,702 | 15.0% | $157.45万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $1,216.75万 | 0.24% | 234,971 | 14,885 | 6.8% | $77.08万 | 加仓 |
| V | VISA INC | $1,221.95万 | 0.24% | 40,430 | -920 | -2.2% | -$27.81万 | 减仓 |
| SUB | ISHARES TR | $1,236.50万 | 0.24% | 116,104 | 20,455 | 21.4% | $217.85万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,238.09万 | 0.24% | 606,611 | -436,930 | -41.9% | -$891.77万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,256.76万 | 0.24% | 318,732 | 5,605 | 1.8% | $22.10万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $1,276.59万 | 0.25% | 509,921 | -2,409 | -0.5% | -$6.03万 | 减仓 |
| GLD | SPDR GOLD TR | $1,283.71万 | 0.25% | 29,834 | 2 | 0.0% | $861 | 加仓 |
| GOOG | ALPHABET INC | $1,291.98万 | 0.25% | 45,039 | 25 | 0.1% | $7,171 | 加仓 |
| SLV | ISHARES SILVER TR | $1,305.02万 | 0.25% | 191,520 | 3,816 | 2.0% | $26.00万 | 加仓 |
| NTSI | WISDOMTREE TR | $1,309.03万 | 0.25% | 297,439 | 1,138 | 0.4% | $5.01万 | 加仓 |
| IGE | ISHARES TR | $1,448.02万 | 0.28% | 230,064 | 105,374 | 84.5% | $663.22万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,450.33万 | 0.28% | 497,883 | 6,083 | 1.2% | $17.72万 | 加仓 |
| TSLA | TESLA INC | $1,485.64万 | 0.29% | 39,964 | 3,084 | 8.4% | $114.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,486.18万 | 0.29% | 31,014 | -1,514 | -4.7% | -$72.55万 | 减仓 |
| GLDM | WORLD GOLD TR | $1,516.94万 | 0.29% | 163,657 | -9,059 | -5.2% | -$83.97万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,565.43万 | 0.30% | 54,510 | 384 | 0.7% | $11.03万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,568.04万 | 0.30% | 311,305 | 24,374 | 8.5% | $122.77万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,572.07万 | 0.31% | 81,913 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,575.64万 | 0.31% | 314,374 | 36,311 | 13.1% | $181.99万 | 加仓 |
| AVGO | BROADCOM INC | $1,618.28万 | 0.31% | 52,285 | 1,257 | 2.5% | $38.91万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,623.73万 | 0.32% | 228,984 | 163,068 | 247.4% | $1,156.32万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1,672.11万 | 0.33% | 748,481 | 88,398 | 13.4% | $197.48万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $1,677.10万 | 0.33% | 547,797 | 547,797 | — | $1,677.10万 | 新建仓 |
| IWB | ISHARES TR | $1,691.11万 | 0.33% | 47,428 | 2,961 | 6.7% | $105.58万 | 加仓 |
| CAOS | EA SERIES TRUST | $1,695.77万 | 0.33% | 186,841 | -11,099 | -5.6% | -$100.73万 | 减仓 |
| HD | HOME DEPOT INC | $1,729.13万 | 0.34% | 52,575 | 8,152 | 18.4% | $268.11万 | 加仓 |
| XT | ISHARES TR | $1,743.59万 | 0.34% | 255,848 | 2,766 | 1.1% | $18.85万 | 加仓 |
| GOOGL | ALPHABET INC | $1,786.03万 | 0.35% | 62,110 | 506 | 0.8% | $14.55万 | 加仓 |
| USFR | WISDOMTREE TR | $1,801.12万 | 0.35% | 357,790 | 26,696 | 8.1% | $134.39万 | 加仓 |
| — | EXXON MOBIL CORP | $1,809.08万 | 0.35% | 106,630 | -14,880 | -12.2% | -$252.45万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $1,809.19万 | 0.35% | 199,306 | 194,208 | 3,809.5% | $1,762.91万 | 加仓 |
| IJR | ISHARES TR | $1,810.41万 | 0.35% | 145,636 | -44,179 | -23.3% | -$549.19万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,829.79万 | 0.36% | 77,005 | 3,965 | 5.4% | $94.22万 | 加仓 |
| EMXC | ISHARES INC | $1,873.61万 | 0.36% | 238,191 | 16,192 | 7.3% | $127.37万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,910.36万 | 0.37% | 539,041 | 32,560 | 6.4% | $115.39万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1,925.49万 | 0.37% | 652,930 | 35,235 | 5.7% | $103.91万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,954.86万 | 0.38% | 550,199 | -207,706 | -27.4% | -$737.98万 | 减仓 |
| PULS | PGIM ETF TR | $1,963.59万 | 0.38% | 396,686 | 78,549 | 24.7% | $388.82万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1,978.34万 | 0.38% | 688,836 | 17,466 | 2.6% | $50.16万 | 加仓 |